BR (Broadridge Financial Solutions) 3-Year RORE % : 30.31% (As of Mar. 2026)


BR Broadridge Financial Solutions Inc BR
81 GF Score
Price $147.47
GF Value $242.99
Valuation Significantly Undervalued
! 1 Warning Sign
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What is Broadridge Financial Solutions 3-Year RORE %?

Broadridge Financial Solutions BR +0.10% 81 3-Year RORE % is 30.31 as of Mar. 2026. GuruFocus rates BR with a GF Score™ of 81/100 and a GF Value™ of $242.99 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 2,538 Software companies, Broadridge Financial Solutions ranks better than 74.43% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Broadridge Financial Solutions's 3-Year RORE % for the quarter that ended in Mar. 2026 was 30.31%.

The industry rank for Broadridge Financial Solutions's 3-Year RORE % or its related term are showing as below:

BR's 3-Year RORE % is ranked better than
74.43% of 2538 companies
in the Software industry
Industry Median: 3.08 vs BR: 30.31

Broadridge Financial Solutions  (NYSE:BR) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Broadridge Financial Solutions 3-Year RORE % Related Terms


Broadridge Financial Solutions 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Broadridge Financial Solutions's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Broadridge Financial Solutions 3-Year RORE % Chart

Broadridge Financial Solutions Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 9.25 9.45 9.67 18.61 20.88

Broadridge Financial Solutions Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 25.55 20.88 23.32 29.80 30.31

BR vs CDW, CTSH, LDOS: 3-Year RORE % Comparison

For the Information Technology Services subindustry, Broadridge Financial Solutions's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Broadridge Financial Solutions 3-Year RORE % vs Software Industry

For the Software industry and Technology sector, Broadridge Financial Solutions's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Broadridge Financial Solutions's 3-Year RORE % falls into.


BR
81GF Score
Broadridge Financial Solutions Inc BR
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Broadridge Financial Solutions 3-Year RORE % Calculation

Broadridge Financial Solutions's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 9.34-5.86 )/( 21.85-10.37 )
=3.48/11.48
=30.31 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 30.31 mean?
Broadridge Financial Solutions (BR) has a 3-Year RORE % of 30.31 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Broadridge Financial Solutions and its competitors. According to the industry distribution chart, Broadridge Financial Solutions ranks #649 out of 2538 companies in the Software industry, placing it in the top 25.6%.
Is Broadridge Financial Solutions' 3-Year RORE % too high?
Broadridge Financial Solutions' current 3-Year RORE % is 30.31. The Software industry median 3-Year RORE % is 3.08. Broadridge Financial Solutions' value of 30.31 is 884.1% above this industry median. Based on the distribution chart, Broadridge Financial Solutions ranks #649 out of 2538 companies in the Software industry, which is above the industry midpoint. Overall, Broadridge Financial Solutions has a GF Score™ of 81/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Broadridge Financial Solutions' 3-Year RORE % compare to CDW and CTSH?
According to the Software industry distribution chart, Broadridge Financial Solutions ranks #649 out of 2538 companies for 3-Year RORE %. This puts Broadridge Financial Solutions in the upper half of its industry. The industry median 3-Year RORE % is 3.08. Broadridge Financial Solutions' value of 30.31 is 884.1% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a Software company?
The median 3-Year RORE % among Software companies is 3.08, based on 2,538 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Broadridge Financial Solutions's current 3-Year RORE % of 30.31 is 884.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Broadridge Financial Solutions and its competitors. For the Software industry, the median 3-Year RORE % is 3.08 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Broadridge Financial Solutions's current 3-Year RORE % is 30.31. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Broadridge Financial Solutions stock overvalued right now?
Based on GuruFocus' analysis, Broadridge Financial Solutions (BR) is currently considered Significantly Undervalued. The stock's GF Value™ is $242.99, compared to a current price of $147.47 — trading 39.3% below its estimated fair value. The current 3-Year RORE % is 30.31 and 884.1% above the Software industry median of 3.08. Broadridge Financial Solutions' overall GF Score™ is 81/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Broadridge Financial Solutions (BR), the current 3-Year RORE % is 30.31 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Broadridge Financial Solutions (BR) Overvalued in 2026?

Based on GuruFocus' analysis, Broadridge Financial Solutions stock appears to be undervalued. The current stock price of $147.47 is trading 39.3% below its estimated GF Value™ of $242.99. GuruFocus considers Broadridge Financial Solutions to be Significantly Undervalued.

Key valuation signals for BR:

  • 3-Year RORE %: 30.31
  • GF Value™: $242.99 vs. price of $147.47 (39.3% below fair value)
  • GF Score™: 81/100 with 1 warning sign
  • Industry Position: 884.1% above the Software median (#649 of 2538)

No single metric tells the full story. See the BR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Broadridge Financial Solutions Business Description

Address 5 Dakota Drive, Suite 300, Lake Success, NY, USA, 11042
Broadridge Financial Solutions, which was spun off from Automatic Data Processing in 2007, is a leading provider of investor communication and technology-driven solutions to banks, broker/dealers, traditional and alternative-asset managers, wealth managers, and corporate issuers. Broadridge is composed of two operating segments: investor communication solutions and global technology and operations.
81GF Score

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3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$147.47
Price
$242.99
GF Value